Navis Wealth Advisors’s Wells Fargo WFC Stock Holding History

Navis Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Sell	3,575 -5	-0.1%	-$402	0.11%	142
2026 Q1	$285K	Hold	3,580	–	–	0.15%	135
2025 Q4	$334K	Buy	3,580 +355	+11%	+$30.8K	0.14%	130
2025 Q3	$270K	Hold	3,225	–	–	0.2%	96
2025 Q2	$258K	Buy	+3,225	New	+$233K	0.22%	91

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Navis Wealth Advisors's WFC Position: Q2 2026 in Review

Navis Wealth Advisors reduced its Wells Fargo (WFC) stake by 0.14% in Q2 2026, selling an estimated $402 and leaving 3,575 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #142.

Navis Wealth Advisors first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $334K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Navis Wealth Advisors held 3,575 shares of Wells Fargo worth $295K as of Q2 2026.
Navis Wealth Advisors sold 5 Wells Fargo shares in Q2 2026, an estimated $402.
Wells Fargo made up 0.11% of Navis Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Navis Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Navis Wealth Advisors's Wells Fargo position peaked at $334K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.